Entry Level Financial Planner

Job Overview
We are seeking an ambitious and determined individual to become a Financial Planner. The ideal candidate will possess some sort of an understanding of financial concepts and be coachable over a 6-12 month period so they can provide comprehensive financial planning services to clients. This role involves developing personalized financial strategies, managing investments, and ensuring clients are well-informed about their financial options. The Financial Planner will play a crucial role in helping clients achieve their financial goals through effective estate planning, tax strategies, and wealth management.

Responsibilities

• Develop tailored financial plans based on clients' individual needs and goals.
• Conduct thorough financial analysis to assess clients' current financial situations.
• Provide guidance on investment management, cash management, insurance planning, debt management, and distribution strategies.
• Stay updated on current tax laws and provide tax planning advice to optimize client outcomes.
• Build and maintain strong client relationships through effective communication and trust-building.
• Utilize financial software to create reports, track client progress, and manage portfolios.
• Collaborate with other financial professionals to enhance service offerings and client satisfaction.

Skills (preferred)

• Strong knowledge of estate planning, wills, trusts & estate law.
• Proficiency in financial sales techniques and customer relationship management.
• Experience in tax planning and understanding of relevant tax laws.
• Solid foundation in financial concepts including investment management, cash management, and wealth management.
• Excellent analytical skills for conducting detailed financial analysis.
• Strong mathematical skills for accurate calculations and assessments.
• Familiarity with accounting principles including technical accounting and public accounting practices.
• Ability to utilize various financial software tools effectively for reporting and analysis.
• Strong research skills to stay informed about market trends and investment opportunities.
• Excellent communication skills for presenting complex information clearly to clients.

Skills (required)

• Ability to learn quickly, remain coachable, and be a self-starter.

This career is for all people who are naturally an entrepreneur, comfortable sourcing their own clients, and working in a commission pay structure.

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Referral program
• Vision insurance

Work Location: In person

Salary : $60,000 - $100,000